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Evergy
EVRG

Overview Fund Activity

700 hedge funds and large institutions have $10.6B invested in Evergy in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 253 increasing their positions, 232 reducing their positions, and 66 closing their positions.

Holders
700
Holders Change
+42
Holders Change %
+6.38%
% of All Funds
10.27%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
253
Reduced
232
Closed
66
Calls
$8M
Puts
$4.01M
Net Calls
+$3.99M
Net Calls Change
+$4.38M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$332M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$189M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$104M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$89.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$105M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$219M
2
Capital International Investors
2
Capital International Investors
California
$0
3
ZP
3
Zimmer Partners
New York
$13.8M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$2.88M
5
Cohen & Steers
5
Cohen & Steers
New York
$29.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FSWA
751
Financial Synergies Wealth Advisors
Texas
– – -306 Closed
CCP
752
Carmel Capital Partners
California
– – -201 Closed
CAC
753
Certified Advisory Corp
Florida
– – -191 Closed
EARNEST Partners
754
EARNEST Partners
Georgia
– – -174 Closed
NIC
755
Northwest Investment Counselors
Oregon
– – -119 Closed
WTG
756
West Tower Group
Virginia
– – -83 Closed
CTB
757
Country Trust Bank
Illinois
– – -52 Closed
BAAM
758
Baker Avenue Asset Management
California
– – -34 Closed
CA
759
Centerpoint Advisors
Massachusetts
– – -16 Closed
ITIM
760
Indiana Trust & Investment Management
Indiana
– – -14 Closed
SCA
761
Stonebridge Capital Advisors
Minnesota
– – -12 Closed
HWP
762
Hibernia Wealth Partners
Louisiana
– – -10 Closed
SWA
763
SOA Wealth Advisors
New York
– – -8 Closed
VAG
764
VisionPoint Advisory Group
Texas
– – -4 Closed
PVH
765
Psagot Value Holdings
Israel
$0 2 -1 -33%
Group One Trading
766
Group One Trading
Illinois
– – – –
OLVIG
767
Oliver Lagore Vanvalin Investment Group
Michigan
– – – –
CSPIA
768
Cary Street Partners Investment Advisory
Virginia
– – – –
Wolverine Trading
769
Wolverine Trading
Illinois
– – – –
WAM
770
Wolverine Asset Management
Illinois
– – – –
SSG
771
Summit Securities Group
New York
$0 1 +1 New
SA
772
Scarborough Advisors
Maryland
$0 296 +296 New
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